We are able to get it to work in Prod but never in SB, but that's ok. It would be nice to have much deeper examples of Approval Rules and how to best change or re-submit them for approval if something doesn't work the first time, rather than having to delete the Vendor Bills. Otherwise awesome enhancement, our users are…

No we are not using the Advanced Approvals bundle.

We can approve manually, but I need to ensure the approver can. I set up a rule for myself but it doesn't allow me to approve mine for some reason. I think the warning was that I wasn't allowed to approve it. I will dig that up and and it later today. Thanks for all the help! More to follow...

Yes we can manually approve them.

@Nicole Mendoza-Oracle yes!!! I see them now! I do need to spend more time searching for sure.

Thank you Michelle! I'll tell the team to hold their breath and wait to NetSuite.

Hi Angela, I do have the Capture Email Replies checked. Also, we have the Approval Preferences to enable Approval By Email and using the Approval Request Email Recipient link set up correctly. I'm not sure what else you were going to mention, it got cut off on your prior message. Thank you for your help!

Hi, I do understand how the emails only go out to the SB user, and those settings, but I'm wondering about the in-bound replies from the approval emails that were sent out. I as the signed in user was sent a copy of the approval email and I clicked on the Approve icons. I was trying to understand if SB should be receiving…

The recipient is a valid approver and appears as the "Next Approver" on the Vendor Bill.

In addition to the link from Invoice to Charge, I am also trying to find the linkage between SuiteBillings Usage and Charges in Suite Connect. From the UI we can create Searches from Charges to the Usage and Invoices, and From Usage we can pull the related Charge. Dan

Thank you @Jack Daryl O Espiel-Oracle, I will submit a case for it. Much appreciated!

@Red Atok-Oracle YES!!! That was exactly it! Thank you very much Red, I really appreciate the help on this one! I was thinking it (with my SQL side of the brain) that I needed a RANK in there to make it work, I appreciate saving the few hours it would have taken me to get it to work. The Sample is priceless! FYI, if this…

@JohnCirocco Thanks for the reply, Yes I essentially want to just Group By the Month End Date AND limit to only the Max [Month End Date]. So rather than having each Month grouped as you suggest, I need only return the Max of the Months/Month End Date. Because the Search is being used as the Source Search for a Customer…

@Jack Daryl O Espiel-Oracle Thank you for the answer! At least we tried everything! One question or note, I was able to vote on Enhancement 235697, however I can't find Enhancement 91343 but number or name and that is the one I'd like to vote for more than the first. I'm not sure if I have permissions or it no longer…

Hi @Jack Daryl O Espiel-Oracle, Thank you very much for the detailed solution! I set up a workflow exactly as you have it, but it isn't working for us. Looking at your example of how the Role is associated with the Contact from your screenshot isn't how we associate them. We go to the Customer Record and then to the…

I just realized that setting the workflow record type to "Contact Role" only works in the context of adding or modifying the Contact Roles from the Setup>Sales>CRM List>ContactRole list and not at the Customer>Update Primary area that I'm trying to control. This leads me to believe that the Workflow has to be at the…

Thank you Mikko! FYI, On a related note but for another project over the weekend I was trying to create a basic workflow on the Contact record to simply update a field value with a "After Field Edit" trigger but it doesn't work. The workflow I created was nearly the same a ones I created on Customer and Opportunity but on…

@coffeeguy thank you very much for sharing your solution and pseudocode!! I can see the light now! This will be great going forward and will solve the problem for the most part. I have scrubbed the ODBC table Transactions_Links for any linkage between the Time and Invoice but have never found it, typically that table works…

Hi Red, Yes, that worked perfectly. Thank you very much! Sorry to just get back to you, I didn't see the updates before. Dan

Hi Michelle, Thank you for your help! I apologize, the original snipit, the leading part in my example "&" is the part that allows me to patch in several similar field value assignments between the Email Template (and source record) and the Online Form and it's related custom record. Removing that breaks the…

Hi Cali, Just wondering if you've found anything related to this question? Thank you very much! Dan

We have an internal request for a custom sub-tab on the Customer record and amongst other things they need a Message sublist and a Events sublist and no matter what I try I can't get either of them to limit to just the single Customer. No matter what settings on the Sublist settings (Company, blank, Parent) form or the…

Thanks for the question, I've struggled with this a lot and have had to make a cheat sheet of the hitches from record type to record type. A suggestion to the engineers would be to have a universal identifier for the List/Item fields that serve as the hooks (top available filter in search) to the parent record, and no…

Hello Jack, Yes, I did know that we can pull the data via search as the SuiteAnswer describes, but the goal in this requirement is to use a List/Record type field. The reason for the List/Record type field is that it enables other fields to use it in their Sourcing criteria to pull (in this case) other Opportunity fields…

Great, thanks for clearing that up for us Erick!

Hello Michelle, Thank you very much for your answer, that's exactly what we needed. I'd think this type of search should be standard Administrator Toolbox functionality, especially to see the original setting for the Account/Company and who made the changes. One can never have enough internal audit and control tools. I see…

Erick, Thank you for confirming my suspicions that the table wasn't exposed in Connect! I won't go on treasure hunts anymore looking for it. I'm laughing at myself for not thinking of creating the custom record in NetSuite to mimic this table, what a great and simple idea, thank you very much again! I'm spinning up the…

I was coming at this from the ODBC tables and having trouble finding the table that had the COMPANY_ID, CONTACT_ID, and the CONTACTROLE_ID. The request was to simply list the Contact Role in a Power BI report. I was able to find the [CONTACTROLE] that lists each of the Roles but was having trouble with how it connected to…

Mike, so I had "assumed" that I had full rights to the system data, but alas assumption has claimed another victim. Turns out the token access user that the ODBC connection is using didn't have permissions to all the Transaction choices. I adjusted the permissions and now have all the "Journal" transactions and able to…

Mike, I am accessing the data with full rights and no security restrictions.